With the first-quarter earnings season behind us, many of our clients are focused on investor meetings and marketing once again. To prepare for re-engagement, we are helping clients refresh their investment stories, develop investor targeting strategies that reflect the current environment and valuations, and deal with the shift to virtual investor meetings.
Whether your company had a strong growth story in early March and is now a value play or happens to be in a...
Corporate access Archive
Demand for direct engagement between firms and investors is on the rise. Amid structural changes on the sell side, accelerated by Mifid II, IROs are facing increased workloads. This is causing a shift in focus for recruiters working on some IR-related searches.
‘There has been an emphasis on corporate access [since the roll-out of Mifid II],’ says Debbie Nathan, director of IR and communications at Carter Murray, a global recruitment agency. ‘The broader chang...
While IR is always put to the test during a crisis, the Covid-19 outbreak has ramped up the challenge. The huge uncertainties caused by the virus have left corporate forecasts in tatters, and lockdown measures have forced firms to jump into virtual engagement at the deep end. Amid this disruption, panelists at IR Magazine's virtual event shared strategies for maintaining consistent communications with inves...
Covid-19 is driving a ‘step change’ in attitudes toward virtual meetings and will have a lasting impact on the corporate access industry, according to panelists on a recent webinar hosted by IR Magazine and OpenExchange.
Companies and investors have rapidly shifted to virtual meetings to maintain contact during the s...
The corporate access industry is in flux. With the sell side facing disruption, companies are looking for new ways to get management in front of the right investors – and one group responding to this need is stock exchanges. Over the last few years, the world’s exchanges have bolstered the number of events, roadshows and IR tools they offer to the market.
Of course, there’s nothing new in stock exchanges providing corporate access services. For decades, the wo...
US corporate access co-ordinators on the buy side are not expecting in-person meetings to resume until mid-April at the earliest, as the industry strives to understand the effects of Covid-19.
The demand for corporate access remains the same, with banks moving their conferences to a virtual format, and issuers and investors initiating direct contact. The earliest that in-person meetings could resume is mid-April, according to one corporate access professional at a l...
Most European investors have stopped attending conferences but a significant number remain open to meetings despite the rapid spread of coronavirus, according to research by Phoenix-IR, a corporate access firm.
The survey, which polled the views of European institutional investors between March 11 and March 12, finds that 76 percent of respondents say they are no longer attending investment conferences.
But while Europe is now considered the epicenter of the ...
For IBM, shareholder engagement is nothing new. Evan Barth, senior counsel at the company, says that when he joined IBM in 2008, there was already a robust proxy season engagement plan in place – long before the term ‘shareholder engagement’ was mainstream.
In March, once the proxy statement has been filed, IBM’s in-season engagement efforts kick in. In 2019 the firm engaged with more than 100 institutional investors, representing more than 70 percent of the...
Coming to Hong Kong in December for the IR Magazine Forum – Greater China 2019 proved interesting. The city was in the middle of several months’ worth of civil protests but its capital markets have continued unimpeded since.
The attitude of the 100-plus IROs who gathered that morning to discuss best practices and to network was one of business as usual, however. Recent macroeconomic pressures in the region, and a projected growth slowdown in mainland China, mean...
In late 2018, we published an article in IR Magazine that drew conclusions about the state of play in the cash equities business and the corporate access landscape. We presented our analysis based on a review of the conferences that had been announced for the first half of 2019 compared with the same period in the prior year.
The premise w...